Toll Brothers, Inc.
TOL- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0000794170
In the last 90 days, Toll Brothers, Inc. insiders filed 0 open-market purchases and 1 sale; 808 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Greenhaven Associates and Viking Global Investors hold it.
13F holders, Q4 2023
Institutional positions in Toll Brothers, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 574
- +65 vs. Q3 2023
- Shares held
- 95.6M
- −4.30M (−4.3%) vs. Q3 2023
- Total value
- $9.83B
- +$2.40B (+32.2%) vs. Q3 2023
- New holders
- 115
- 178 more added
- Sold out
- 50
- 218 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 808 | $14.2B |
| Q1 2026 | 785 | $11.4B |
| Q4 2025 | 736 | $11.5B |
| Q3 2025 | 721 | $11.7B |
| Q2 2025 | 661 | $10.0B |
| Q1 2025 | 662 | $9.48B |
| Q4 2024 | 721 | $11.1B |
| Q3 2024 | 718 | $13.7B |
| Q2 2024 | 659 | $10.3B |
| Q1 2024 | 643 | $12.0B |
| Q4 2023 | 574 | $9.83B |
| Q3 2023 | 518 | $7.45B |
| Q2 2023 | 517 | $7.93B |
| Q1 2023 | 448 | $6.00B |
| Q4 2022 | 427 | $5.09B |
| Q3 2022 | 382 | $3.98B |
| Q2 2022 | 393 | $4.38B |
| Q1 2022 | 415 | $4.68B |
| Q4 2021 | 455 | $7.51B |
| Q3 2021 | 409 | $5.81B |
| Q2 2021 | 409 | $6.20B |
| Q1 2021 | 394 | $6.23B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 3,565 | $366.4K | 0.00% | +3,565 | New |
| Jmac Enterprises LLC | 3,557 | $365.6K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 3,553 | $365.2K | 0.03% | +34+1.0% | Added |
| Asset Management Resources, LLC | 3,547 | $364.6K | 0.21% | −1,526−30.1% | Reduced |
| Change Path, LLC | 3,518 | $362.0K | 0.02% | +3,518 | New |
| Profund Advisors LLC | 3,490 | $358.7K | 0.02% | +525+17.7% | Added |
| HM Payson & Co | 3,360 | $345.4K | 0.01% | −700−17.2% | Reduced |
| Forum Financial Management, LP | 3,353 | $344.7K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,330 | $342.3K | 0.06% | +2,002+150.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,253 | $334.4K | 0.09% | +8+0.2% | Added |
| Dark Forest Capital Management LP | 3,233 | $332.3K | 0.05% | −17,065−84.1% | Reduced |
| Engineers Gate Manager LP | 3,195 | $328.4K | 0.01% | −15,530−82.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,152 | $324.0K | 0.01% | +3,152 | New |
| Martin Capital Advisors, LLP | 3,056 | $314.1K | 0.27% | +251+8.9% | Added |
| CIBC Asset Management Inc | 3,026 | $311.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3,000 | $308.4K | 0.09% | +3,000 | New |
| Leavell Investment Management, Inc. | 3,000 | $308.0K | 0.02% | +3,000 | New |
| Petrus Trust Company, LTA | 2,967 | $305.0K | 0.03% | −2,566−46.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,895 | $297.6K | 0.00% | +2,895 | New |
| Arden Trust Co | 2,870 | $295.0K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,755 | $283.2K | 0.03% | −485−15.0% | Reduced |
| Paragon Capital Management Ltd | 2,698 | $277.3K | 0.06% | −693−20.4% | Reduced |
| Lebenthal Global Advisors, LLC | 2,646 | $272.0K | 0.06% | +2,646 | New |
| Cooper Financial Group | 2,618 | $269.1K | 0.05% | −683−20.7% | Reduced |
| RFG Advisory, LLC | 2,617 | $268.9K | 0.01% | −8,433−76.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,606 | $267.9K | 0.00% | +2,606 | New |
| Diversified Trust Co | 2,582 | $265.4K | 0.01% | +2,582 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $265.0K | 0.00% | +2,575 | New |
| Evergreen Capital Management LLC | 2,534 | $260.5K | 0.01% | +2,534 | New |
| Darwin Advisors, LLC | 2,515 | $258.5K | 0.07% | −251−9.1% | Reduced |
| Raymond James Trust N.A. | 2,514 | $258.4K | 0.01% | +2,514 | New |
| Polymer Capital Management (HK) LTD | 2,500 | $257.0K | 0.09% | +2,500 | New |
| Ieq Capital, LLC | 2,493 | $256.3K | 0.00% | +2,493 | New |
| William Blair Investment Management, LLC | 2,449 | $251.7K | 0.00% | −1,001−29.0% | Reduced |
| Oracle Alpha Inc. | 2,429 | $249.7K | 0.32% | +2,429 | New |
| Aigen Investment Management, LP | 2,426 | $249.4K | 0.04% | −9,061−78.9% | Reduced |
| Lincoln National Corp | 2,423 | $249.0K | 0.00% | +2,423 | New |
| Covestor Ltd | 2,360 | $243.0K | 0.17% | +570+31.8% | Added |
| Stratos Wealth Partners, LTD. | 2,348 | $241.4K | 0.00% | +2,348 | New |
| Campbell & CO Investment Adviser LLC | 2,330 | $239.5K | 0.02% | +2,330 | New |
| CBOE Vest Financial, LLC | 2,312 | $237.7K | 0.01% | +2,312 | New |
| Moors & Cabot, Inc. | 2,299 | $236.3K | 0.01% | +2,299 | New |
| Caldwell Trust Co | 2,292 | $235.6K | 0.03% | +945+70.2% | Added |
| Harbour Capital Advisors, LLC | 2,375 | $235.1K | 0.06% | +2,375 | New |
| Vinva Investment Management Ltd | 1,463 | $220.8K | 0.02% | −1,793−55.1% | Reduced |
| Cetera Investment Advisers | 2,144 | $220.3K | 0.00% | +2,144 | New |
| Harbour Investments, Inc. | 2,129 | $218.9K | 0.01% | −148−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,121 | $218.1K | 0.02% | +2,121 | New |
| Omnia Family Wealth, LLC | 2,114 | $217.3K | 0.11% | −3,849−64.5% | Reduced |
| Atomi Financial Group, Inc. | 2,048 | $210.5K | 0.03% | +2,048 | New |
| Ellis Investment Partners, LLC | 2,036 | $209.2K | 0.05% | +2,036 | New |
| Toronto Dominion Bank | 2,000 | $205.6K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $205.6K | 0.04% | +2,000 | New |
| Transcend Wealth Collective, LLC | 2,000 | $205.6K | 0.02% | +2,000 | New |
| Silverlake Wealth Management LLC | 2,000 | $205.6K | 0.11% | +2,000 | New |
| Aristides Capital LLC | 1,956 | $201.1K | 0.10% | +1,956 | New |
| Private Trust Co NA | 1,768 | $181.7K | 0.02% | +345+24.2% | Added |
| Quent Capital, LLC | 1,754 | $180.3K | 0.02% | +36+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,648 | $169.4K | 0.00% | −8,931−84.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,591 | $163.5K | 0.00% | −1,371−46.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,582 | $162.6K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,404 | $144.3K | 0.07% | +1,404 | New |
| PFG Private Wealth Management, LLC | 1,309 | $134.6K | 0.09% | +893+214.7% | Added |
| Jamison Private Wealth Management, Inc. | 1,266 | $130.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,237 | $127.2K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,220 | $125.4K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,191 | $122.4K | 0.01% | +91+8.3% | Added |
| Plato Investment Management Ltd | 1,140 | $117.2K | 0.14% | +1,140 | New |
| Daiwa Securities Group Inc. | 1,100 | $113.0K | 0.00% | +1,100 | New |
| Salem Investment Counselors Inc | 1,074 | $110.4K | 0.00% | −10−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,063 | $109.3K | 0.00% | −3,884−78.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $107.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,043 | $107.2K | 0.02% | −1,136−52.1% | Reduced |
| Lindbrook Capital, LLC | 984 | $101.1K | 0.01% | −695−41.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 900 | $92.5K | 0.02% | −50−5.3% | Reduced |
| IFP Advisors, Inc | 868 | $89.2K | 0.00% | +374+75.7% | Added |
| Chiron Investment Management, LLC | 851 | $87.5K | 0.03% | −697−45.0% | Reduced |
| Signaturefd, LLC | 837 | $86.0K | 0.00% | −49−5.5% | Reduced |
| Headlands Technologies LLC | 833 | $85.6K | 0.03% | −1,662−66.6% | Reduced |
| Northwest Financial Advisors | 821 | $84.4K | 0.07% | +821 | New |
| C M Bidwell & Associates Ltd | 790 | $81.2K | 0.06% | −307−28.0% | Reduced |
| Farther Finance Advisors, LLC | 783 | $80.5K | 0.01% | +66+9.2% | Added |
| Employees Retirement System of Texas | 753 | $77.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 767 | $76.2K | 0.02% | +767 | New |
| TD Waterhouse Canada Inc. | 757 | $74.7K | 0.00% | +536+242.5% | Added |
| Fifth Third Bancorp | 721 | $74.1K | 0.00% | −33−4.4% | Reduced |
| Parallel Advisors, LLC | 684 | $70.3K | 0.00% | +11+1.6% | Added |
| Voisard Asset Management Group, Inc. | 655 | $67.3K | 0.04% | +655 | New |
| City Holding Co | 612 | $62.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 566 | $58.0K | 0.00% | −560−49.7% | Reduced |
| Altshuler Shaham Ltd | 472 | $48.5K | 0.00% | −269−36.3% | Reduced |
| Raleigh Capital Management Inc. | 447 | $46.0K | 0.02% | −146−24.6% | Reduced |
| 1832 Asset Management L.P. | 431 | $44.3K | 0.00% | +43+11.1% | Added |
| Huntington National Bank | 426 | $43.8K | 0.00% | −89−17.3% | Reduced |
| Global Retirement Partners, LLC | 401 | $40.1K | 0.00% | +73+22.3% | Added |
| Glassman Wealth Services | 386 | $39.7K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 380 | $39.1K | 0.02% | +380 | New |
| Farmers & Merchants Investments Inc | 380 | $39.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 350 | $36.0K | 0.01% | +350 | New |
| Fred Alger Management, LLC | 325 | $33.4K | 0.00% | −321−49.7% | Reduced |